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Leave liability report | Payroll platform

Available for the following Payroll plans: Standard, Premium
Available for the following user access levels: Manager, Admin

Organisations receive regular leave requests from employees for various reasons, from appointments to overseas trips. Managing these requests helps in resource planning, allowing you to identify staffing needs and availability.

The Leave Liabilities reporting feature provides reports on current and historical approved leave requests, including details like leave value, total hours, and loading value. You can export this data as an Excel file or a printable PDF.

Getting Started

Visualising this data will help you start to understand how leave is being used in your company.

Run a leave liabilities report
  1. Click the Reports menu.
  2. Click the Leave Liability button.
    Leave_1.jpg
  3. Select from the following fields:
    • As at date or pay run
    • Leave type
    • Location
    • Employing entity
    • Employees
    • Pay schedule
    • Group by - leave accrual location or employee default location
    • Include approved leave (optional).
  4. Click the Run Report button.
    Leave_2.jpg

    Helpful Hint

    You will now see your leave liability report on your screen.

    Leave_3.jpg

Maintain

By downloading the reports, you can view the data in Excel spreadsheets or as a PDF.

Download the report: Excel
  1. Click the Reports menu.
  2. Click the Leave Liability button.
    Leave_1.jpg
  3. Select from the following fields:
    • As at date or pay run
    • Leave type
    • Location
    • Employing entity
    • Employees
    • Pay schedule
    • Group by - leave accrual location or employee default location
    • Include approved leave (optional).
  4. Click the Run Report button.
  5. Click the Actions button.
  6. Click the Excel button.
    Leave_4.jpg
Download the report: CSV
  1. Click the Reports menu.
  2. Click the Leave Liability button.
    Leave_1.jpg
  3. Select from the following fields:
    • As at date or pay run
    • Leave type
    • Location
    • Employing entity
    • Employees
    • Pay schedule
    • Group by - leave accrual location or employee default location
    • Include approved leave (optional).
  4. Click the Run Report button.
  5. Click the Actions button.
  6. Click the CSV button.
    Leave_5.jpg
Download the report: PDF
  1. Click the Reports menu.
  2. Click the Leave Liability button.
    Leave_1.jpg
  3. Select from the following fields:
    • As at date.
    • Leave type.
    • Employing entity.
    • Group by.
    • Employee default location.
    • Include approved leave.
  4. Click the Run Report button.
  5. Click the Actions button.
  6. Click the PDF button.
    Leave_6.jpg

Explore related content

  • Leave balances report: Payroll web This feature allows you to create a report that you can use to analyse each employee's current and historical leave balances and see details such as the leave value, loading value, and leave type.
  • Leave management: Payroll web This feature allows your managers or admins to approve or decline employee-submitted leave requests, with the ability to see the employees leave balance and any conflicting leave requests via the calendar display.
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